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Uber spent $3.4B on AI in 2025 and its COO can't trace it to shipped features #Uber #ClaudeCode
Uber's COO put the AI productivity translation gap on the record at the major-operator level, and the capital architecture behind the buildout is now being tested against it. Uber spent $3.4 billion on R&D in 2025 and had already exhausted its entire 2026 AI budget by April. Andrew MacDonald's public statement is the first acknowledgment from a ...
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